Compare · 2 funds side by side · dividends reinvested

MHIP and XLE

MHIPMilliman×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,379XLE · best of the two

02 / 03

MHIP and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.0

Milliman Healthcare Inflation Plus ETFSectors · Health care0.55%0.00%[…][…][…][…][…][…]$2M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MHIP 2026 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Milliman Healthcare Inflation Plus ETF · $2M[…]

MHIP

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$26,379

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MHIPMeasureXLE

[…]Year to dateJan 1 → Nov 4+44.9%

[…]1 yearTotal return+48.2%

[…]3 years · per year$10,000 became […] · $16,447+18.0%

[…]5 years · per year$10,000 became […] · $26,379+21.4%

0.55%Expense ratio$55 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $240 a year on $10k2.40%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer23.2%

MHIPXLE Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2XLE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MHIP vs XLE: Top 5 Holdings

Today

MHIP

37.5%in top 5

XLE

in top 559.1%

MHIPStockXLE

not top 5XOM24.2%

not top 5CVX18.4%

12.9%LLYnot top 5

11.6%SPYMnot top 5

not top 5COP7.2%

5.0%JNJnot top 5

not top 5MPC4.7%

4.6%ABBVnot top 5

not top 5PSX4.6%

3.4%XFIVnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

MHIP vs XLE Returns, Every Period

MillimanMHIP

[…]

past year

XLESPDR

+48.2%

past year

Returns […]

MHIPXLEFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MHIP vs XLE

YTD

MillimanMHIP

[…]

XLESPDR

+44.9%

[…]Year to date+44.9%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.2%

0.0%Yield2.4%

$1.6MAssets$44.6B

1–0XLE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MHIP, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

MHIP0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MHIP, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

MHIP0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

MHIP$0 − $55 = −$55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MHIP, XLE

Today

0.0%most shared, MHIP and XLE

MHIPXLE

MHIP—0.0%

XLE0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+48.2%XLE, at 23.2% volatility

XLEWorst drop−15.0%23.2% vol

MHIPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026